+47.8%
AR vs BBAI
+79.1%
-31.4%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.0% | +1.3% | -0.6% |
| 7D | +2.5% | -4.3% | +6.8% | +2.7% |
| 30D | +14.8% | -3.6% | +18.4% | +14.9% |
| 3M | +6.2% | -38.8% | +45.0% | +9.2% |
| 6M | +4.3% | -23.8% | +28.0% | +5.2% |
| YTD | +14.4% | -45.9% | +60.3% | +17.4% |
| 1Y | +21.3% | -40.8% | +62.1% | +22.6% |
| All | +47.8% | +79.1% | -31.4% | +18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded BBAI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling